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iShares S&P 500 Value ETF
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Overview Fund Activity

888 hedge funds and large institutions have $13.5B invested in iShares S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 291 increasing their positions, 269 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+124
Holders Change %
+16.23%
% of All Funds
15.76%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.26%
New
166
Increased
291
Reduced
269
Closed
27
Calls
$13.6M
Puts
$2.8M
Net Calls
+$10.8M
Net Calls Change
+$5.78M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$110M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$97.7M
3
Morgan Stanley
Morgan Stanley
New York
+$58.1M
4
Bank of America
Bank of America
North Carolina
+$33.2M
5
Wells Fargo
Wells Fargo
California
+$30.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$67.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$53.8M
3
AIP
Ameritas Investment Partners
Nebraska
-$23.7M
4
CCFM
Clear Creek Financial Management
Washington
-$21.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
751
Trust Company of Vermont
Vermont
$190K +$172K +1,349 +971%
FPS
752
Fieldpoint Private Securities
Connecticut
$190K +$190K +1,481 New
CP
753
Covenant Partners
Tennessee
$187K -$38.5K -301 -17%
HBT
754
Hills Bank & Trust
Iowa
$186K -$3.97K -31 -2%
SWM
755
Sugarloaf Wealth Management
Georgia
$183K +$115K +901 +171%
BCA
756
Berman Capital Advisors
Georgia
$181K – – –
SQA
757
Simon Quick Advisors
New Jersey
$179K +$105K +817 +141%
SIS
758
SVB Investment Services
Utah
$176K – – –
HFA
759
Hoover Financial Advisors
Pennsylvania
$176K +$1.06K +8 +0.6%
CFD
760
Creative Financial Designs
Indiana
$175K +$22.8K +178 +15%
LWM
761
Liberty Wealth Management
California
$172K +$634 +5 +0.4%
MCM
762
Manchester Capital Management
Vermont
$162K -$29.6K -232 -15%
JWA
763
JFS Wealth Advisors
Pennsylvania
$158K +$128 +1 +0.1%
CF
764
Centaurus Financial
California
$148K – – –
Lazard Asset Management
765
Lazard Asset Management
New York
$147K – – –
CIA
766
Choate Investment Advisors
Massachusetts
$145K +$67.7K +527 +88%
LGWM
767
Litman Gregory Wealth Management
California
$144K – – –
LPIC
768
LeJeune Puetz Investment Counsel
Michigan
$138K +$138K +1,075 New
FCH
769
Freestone Capital Holdings
Washington
$138K – – –
KFI
770
Key Financial Inc
Pennsylvania
$137K +$137K +1,067 New
APWA
771
Atlas Private Wealth Advisors
New Jersey
$133K – – –
MF
772
Manchester Financial
California
$128K – – –
FCMT
773
Founders Capital Management (Texas)
Texas
$119K +$119K +930 New
BFEC
774
Benjamin F. Edwards & Company
Missouri
$116K -$87.7K -683 -43%
BWM
775
BerganKDV Wealth Management
Minnesota
$116K -$1.54K -12 -1%
29 30
31
32 33